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NewSquare Capital’s Chubb CB Stock Holding History

NewSquare Capital’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-187
Closed -$54.2K – 348
2025
Q2 		$54.2K Buy
187
+74
+65% +$21.3K ﹤0.01% 279
2025
Q1 		$34.1K Buy
113
+103
+1,030% +$28.6K ﹤0.01% 278
2024
Q4 		$2.76K Buy
+10
New +$2.84K ﹤0.01% 471
2023
Q4 		– Sell
-31
Closed -$6.45K – 512
2023
Q3 		$6.45K Buy
+31
New +$6.27K ﹤0.01% 350
2022
Q4 		– Sell
-8
Closed -$1K – 835
2022
Q3 		$1K Buy
+8
New +$1.52K ﹤0.01% 373
2020
Q3 		– Sell
-18
Closed -$2K – 334
2020
Q2 		$2K Buy
+18
New +$2.09K ﹤0.01% 310
2019
Q2 		– Sell
-8
Closed -$1K – 349
2019
Q1 		$1K Hold
8
– – ﹤0.01% 316
2018
Q4 		$1K Hold
8
– – ﹤0.01% 308
2018
Q3 		$1K Hold
8
– – ﹤0.01% 303
2018
Q2 		$1K Sell
8
-24
-75% -$3.19K ﹤0.01% 289
2018
Q1 		$4K Sell
32
-8
-20% -$1.16K ﹤0.01% 281
2017
Q4 		$6K Sell
40
-24
-38% -$3.59K ﹤0.01% 255
2017
Q3 		$9K Hold
64
– – ﹤0.01% 217
2017
Q2 		$9K Hold
64
– – ﹤0.01% 206
2017
Q1 		$9K Sell
64
-110
-63% -$14.8K ﹤0.01% 207
2016
Q4 		$23K Hold
174
– – 0.01% 175
2016
Q3 		$22K Buy
174
+110
+172% +$14K 0.01% 201
2016
Q2 		$8K Buy
64
+31
+94% +$3.82K ﹤0.01% 264
2016
Q1 		$4K Sell
33
-22
-40% -$2.53K ﹤0.01% 356
2015
Q4 		$7K Buy
+55
New +$6.22K ﹤0.01% 250

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Capital World Investors
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NewSquare Capital's CB Position: Q3 2025 in Review

NewSquare Capital sold out of Chubb (CB) in Q3 2025, closing a stake of 187 shares — an estimated $54.2K sold.

NewSquare Capital first reported a position in CB in Q4 2015 and held it in 20 quarters. The position peaked at $54.2K in Q2 2025. 1,924 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • NewSquare Capital reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 187 Chubb shares in Q3 2025, an estimated $54.2K.
  • NewSquare Capital first reported a position in Chubb in Q4 2015 and held it in 20 quarters.
  • NewSquare Capital's Chubb position peaked at $54.2K in Q2 2025.
  • 1,924 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.